Principal · Woodley Farra
Donald F. Woodley
CRD 710531 · Named on Form ADV at one SEC-registered adviser
At a glance
Woodley Farra, an SEC-registered wealth manager based in Indianapolis, IN with $2.3 billion in regulatory assets, lists Donald F. Woodley on its Form ADV as Principal, a control person.
Firms and roles
- Woodley FarraPrincipalWealth manager · Indianapolis, IN · $2.3B in regulatory assets
AtlasMembers
Donald’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- George S. FarraPrincipal, Woodley Farra
- Michael P. ManionPrincipal, Woodley Farra
- Kimberly A. BrightChief Compliance Officer, Principal, Woodley Farra
- Kyle W. HarlemertPrincipal, Woodley Farra
- Ross M BennettPrincipal, Woodley Farra
3 more people named with Donald on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.